Kelvin Poh Ming Chung

Main Portfolio:

• Develop and Support solutions to promote growth in recruitment of Financial Consultants within the agencies.
• Providing support as subject Matter Expert (SME) on recruitment including financing schemes, sign-on incentives, onboarding matters with agency leaders, compliance and other stakeholders to promote growth while adhering to regulatory requirements.
• Gatekeeper and update key policies and procedures relating to recruitment to adhere to company policies and regulatory requirements (Eg. FAA, LIA MUs, Fair Dealing etc).

Secondary Portfolio:

• Risk & Compliance: Manage department policies and processes to adhere to risk and regulatory standards as well as audit requirement including but not limited to Public prospecting and Appointment standards for Financial Advisers.
• Cluster management: Cultivated strong relationships with agencies leaders, to promote collaboration and long-term success in sales and recruitment.

• Focus on holistic financial planning through portfolio restructuring for customers with the purpose of maximizing the available resources to help customers achieve their long and short-term goals through sound Financial Advise and recommendation.
• Educate customers on the need for Financial planning with key focus on new families.
• Prospecting through roadshows and referrals.

• Focus on holistic financial planning through portfolio restructuring for customers with the purpose of maximizing the available resources to help customers achieve their long and short-term goals through sound Financial Advise and recommendation.
• Educate customers on the need for Financial planning with key focus on new families.
• Prospecting through roadshows and referrals.

• To drive the adoption rate of investments (Unit Trust) as another means to complement customer's portfolio.
• To encourage and educate Financial Advisers make investment part of their holistic planning solutions for customers.
• Drive the Financial advisory channel sales productivity of unit trust through different sales training and incentive programmes.
• Perform the role of the 'gatekeeper' for the FA firm to review and manage each and every unit trust to be opened up to Financial advisers.

• To conceptualize and executing advertisement and marketing campaigns to promote the company's suite of Products and Services.
• Cultivated strong relationships with Financial Advisers to promote awareness and strong collaborative support for the products and services.
• Obtain new partnership and maintain ongoing business relationship with platforms and partners to ensure the continuous distribution of products and services.

• Look at increasing the overall trading experience through the enhancement trading accounts related facilities
• Work with different distribution channels and collaborative partnerships with external parties to increase the adoption rate of POEMS and number of trading accounts opened
• Organise and host events like POEMS Stock Challenge competitions to promote the the POEMS branding and other stocks related product. The events are held in tertiary institutions such as Local polytechnics and Universities.